Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,084 institutions that hold shares in the stock, with a total of 729 Million shares, which have been reported (via 13F filing form) to have a value of $250 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
3,719
shares
|
$1.28 Million
0.31% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
3,693
shares
|
$1.27 Million
0.56% of portfolio
|
Q3 2024
Added 24.76%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
3,692
shares
|
$1.27 Million
0.18% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
3,685
shares
|
$1.27 Million
0.99% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,684
shares
|
$1.27 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
3,678
shares
|
$1.26 Million
0.05% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,675
shares
|
$1.26 Million
0.13% of portfolio
|
Q3 2024
Added 14.06%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,667
shares
|
$1.26 Million
0.19% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
3,666
shares
|
$1.26 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
3,648
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,647
shares
|
$1.25 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
3,641
shares
|
$1.25 Million
0.3% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
3,638
shares
|
$1.25 Million
0.05% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
3,634
shares
|
$1.25 Million
0.42% of portfolio
|
Q3 2024
Reduced 68.44%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
3,626
shares
|
$1.25 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
3,620
shares
|
$1.24 Million
0.81% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
3,619
shares
|
$1.24 Million
0.33% of portfolio
|
Q3 2024
Added 62.72%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
3,590
shares
|
$1.23 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,567
shares
|
$1.23 Million
0.12% of portfolio
|
Q4 2022
Added 9.45%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
3,542
shares
|
$1.22 Million
0.41% of portfolio
|
Q3 2024
Added 34.17%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,541
shares
|
$1.22 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
3,533
shares
|
$1.21 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
3,530
shares
|
$1.21 Million
1.1% of portfolio
|
Q4 2024
Reduced 30.48%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
3,527
shares
|
$1.21 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
3,524
shares
|
$1.21 Million
0.47% of portfolio
|
Q4 2024
Added 29.42%
|